Client Onboarding Associate

Position Title:

Client Onboarding Associate
Line of Business:
Client Onboarding
Length of

Contract:

6 months | Extension or FTE- possibility

Location:

Toronto, ON, hybrid, two-three days in office - Monday & Tuesday, 2nd week Monday, Tuesday, Friday
Hours of Operation: 9-5 EST
Possibility of Overtime:
Ye;s
Compensation: T4-$20/hr-$23/hr
Responsibilities:

• Working with investment advisors to support and facilitate client transfers from other financial institutions (not a client-facing role).
• Open and set up client accounts (NOT CLIENT FACING)
• Follow up on transfers
• Additional tasks include, policy review, escalation management
• Primary focus on opening client accounts and transfers

• 2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations)
• Proficient in Microsoft Excel and Word
• Savvy with technology and data
• Experience in escalations and policy review

• Motivated to learn
• Interest in learning platforms

• Post-Secondary

• Max 2 rounds